Infobase Tags User Guide

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Adding Tags to Infobase Entries

You can add Tags any time you are creating a new Infobase entry or editing an existing one by clicking on Add Tags in the sidebar.


Add a new Tag by typing the name in the search box and clicking on Create [#tagname].


Using Infobase Tags in Chat and Workflows

You can use Infobase Tags in Chat and Workflows the same way you use any other Infobase entries.

Start by typing the # character in the prompt followed by the name of the Infobase entry or Tag you want to use.

When you use an Infobase Tag (e.g. #chat in the screenshot above), it will search Infobase for any entries with that Tag, find the most relevant snippets, and return that context to the AI.